Guide

Third Party Statement Guide

Use this guide to organize witness notes, daily function, symptom observations, and credibility support.

Issues this guide separates

Use this guide to organize witness notes, daily function, symptom observations, and credibility support.

IssueWhat to verify
Use This Guide To Organize Witness NotesPut Use this guide to organize witness notes in date order and identify what question the record helps answer.
Daily FunctionConnect daily function to specific activities and work demands instead of using a conclusion without examples.
Symptom ObservationsTrack symptom observations over time: frequency, duration, recovery time, and how it changes reliable activity.
Credibility SupportDocument credibility support with dates, source records, and a short explanation of why it matters to the current disability issue.

Records for Third Party Statement Guide

  • treatment notes and provider list
  • diagnostic testing and specialist records
  • medication history and side effects
  • function reports, RFC evidence and work history

Questions to prepare

  • Which limitations are actually supported in the records?
  • What evidence is missing for the period SSA is reviewing?
  • Are symptoms and daily-function reports consistent with treatment records?
  • Which SSA medical-evaluation source is relevant to this condition?

Official starting points

Before taking the next step

Use the exact SSA notice and current appeal or benefit status. A general page about third party statement guide cannot determine eligibility or predict an outcome, and it should not replace an official filing instruction.